RiskReversal Pod Podcast Por RiskReversal Media arte de portada

RiskReversal Pod

RiskReversal Pod

De: RiskReversal Media
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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media Economía Finanzas Personales Política y Gobierno
Episodios
  • The IPO Floodgates Are Open + Private Equity's AI Wake-Up Call with CNBC's Deirdre Bosa & Rowspace's Michael Manapat

    The IPO Floodgates Are Open + Private Equity's AI Wake-Up Call with CNBC's Deirdre Bosa & Rowspace's Michael Manapat
    Apr 6 2026
    The IPO floodgates are opening — and AI is driving the wave. Dan Nathan sits down with CNBC anchor and tech columnist Deirdre Bosa to break down the biggest stories in tech right now: SpaceX's confidential IPO filing, the Anthropic vs. OpenAI battle for investor dollars, Apple's strange standoff with the vibe coding generation, and why the AI trade has been a dud in public markets even as private valuations soar. Then, Dan talks with Michael Manapat, Co-Founder and CEO of Rowspace — the AI-native financial data platform that just raised $50M in a Sequoia-led round. Michael breaks down why private equity and private credit firms can't afford to sit on the sidelines anymore, how Rowspace is deploying agents across every layer of their business, and what it really means to be "AI-native" in 2026. Two conversations. One throughline: the money is moving, the window is open, and the firms that don't adapt are already behind. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    1 h
  • The $39 Trillion Warning Markets Are Ignoring

    The $39 Trillion Warning Markets Are Ignoring
    Apr 3 2026
    Danny Moses returns to the Risk Reversal Podcast with a stark warning: the tools that bailed us out in 2008 and COVID won't work this time. With U.S. debt surging from $35.5T to $39T in just 18 months, Danny explains why the Fed is boxed in, why small businesses are drowning in economic scar tissue, and why crude oil hitting 4-year highs while stocks shrug should have everyone paying attention. Plus — his one genuinely bullish conviction play in a market that's making optimism very hard to find. Checkout the WAWD Substack —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    44 m
  • SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan

    SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan
    Apr 2 2026
    Dan Nathan hosts CNBC’s Morgan Brennan on the RiskReversal Podcast to discuss her path from music and anthropology to Forbes during the 2009 crisis and then CNBC, and how breaking news—an on-pad SpaceX explosion in 2016 and later Trump’s defense-focused tweets—pulled her into covering space and defense tech. They explore NASA’s Artemis program and its refocus on beating China to the moon, arguing public-private partnerships, new contracting models, and rocket reusability have dramatically improved economics, enabling smaller firms to execute NASA missions at a fraction of past costs. The conversation covers how space and defense investing is shaped by demand signals, milestone-driven public comps, venture and private-equity capital, and a potential SpaceX IPO where Starlink’s recurring revenue is central, alongside Starship’s promise. They also discuss deconsolidation, dual-use tech, autonomous systems, changing Pentagon dealmaking, and the growing intersection of industrial policy, national security, supply chains, and resources. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    48 m
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